Dino Foti Email & Phone Number
@praemium.com
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Who is Dino Foti? Overview
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Dino Foti is listed as Senior Project Manager at Findex, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at praemium.com and a matched LinkedIn profile for Dino Foti.
Dino Foti previously worked as Project Manager at Mercer Australia and Onboarding Specialist at Advice Intelligence (A.I.) - Intelligent Financial Software. Dino Foti holds Diploma Of Financial Services, Financial Planning And Services from Deakin University.
Email format at Findex
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AeroLeads found 1 current-domain work email signal for Dino Foti. Compare company email patterns before reaching out.
About Dino Foti
Accomplished Financial Services professional with a robust track record in managing Projects and relationships. Experienced Senior Project Manager and Senior Relationship Manager with over 20 years’ experience across Superannuation and Wealth Management. A proven track record of building stakeholder relationships and delivering high-quality results on time and within budget. Expert in Implementation and Onboarding in FinTech and SaaS solutions, driving seamless integrations and client success.Experience spans Superannuation, Banking, Financial Planning, Investments, Insurance and Fintech. Proficient in PM methodologies, including using JIRA, Confluence, and the Microsoft suite of products.Key Skills- Project Delivery - Developed comprehensive project plans, defining scope, setting milestones and timelines, and managing resources to ensure successful project delivery;- Stakeholder Management - Experience in building and maintaining strong relationships with key stakeholders, ensuring clear communication and alignment of project goals;- Risk Management - Identify potential project risks, developing mitigation strategies, and implementing risk management plans to safeguard project objectives;- Analysis - Process improvement, impact assessment, business cases, budgeting & cost control;- Communication - Presentations, workshops, training, requirements, status reports;- Marketing - Writing and distribution of SEN and Member Notices.Key Project Experience- Incident Remediation, Compliance, Process Improvement, Product Implementation, Software Development, Transitions;- Various methodologies– Agile, Waterfall, Prince 2;- Tools & Technology - Jira, Confluence, Microsoft Project, Data warehouses, SharePoint, Document management, CRM, Data dissemination, Workflows, Sonata;- Led a cross-functional team to successfully implement a new financial software system, improving operational efficiency by 25%;- Managed a portfolio of projects, consistently delivering projects on time and within budget.
Listed skills include Stakeholder Management, Risk Management, Change Management, Financial Services, and 26 others.
Dino Foti's current company
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Dino Foti work experience
A career timeline built from the work history available for this profile.
Project Manager
Current- Achievements
- Managed a portfolio of projects, consistently delivering projects on time and within budget, whilst increasing operational efficiency.
- Implemented risk mitigation strategies that reduced project risks and ensured smooth execution.
- Fostered a culture of collaboration and continuous improvement, improving team performance metrics.
Onboarding Specialist
- Achievements:
- Managed a portfolio of data migration projects worth over $100 million in FUM, consistently delivering migration projects on time, improving sales targets.
- Developed and conducted effective training webinars, enhancing user proficiency and system adoption.
Implementation Manager/Change Analyst
- Achievements:
- Successfully managed and implemented change activities to upgrade HR Payroll systems.
- Led process redesign and continuous improvements due to restructuring the operating model.
- Analysed current state processes and complex data to design strategic future state solutions.
Relationship Manager
- Achievements:
- Provided actionable feedback to clients to maximise best practices and system usage, managing new iterations and project implementations, ultimately exceeding sales targets YOY by 120%+
- Championed continuous improvement initiatives, offering insights to clients and the business, and managed the scope of improvement changes for clients, enhancing future sales.
Head Of Client Services/Project Manager
- Achievements:
- Led a cross-functional team to successfully implement a new financial planning software system, improving operational efficiency by 25%.
- Successfully implemented scalable client acquisition processes, enhancing compliance and operational efficiency.
- Established and maintained a Quality Assurance framework, resulting in improved quality scores and reduced compliance issues through regular team coaching.
Financial Planning Operations Manager
- Achievements:
- Successful management of Quality Control, Project and Change Management initiatives to enhance Adviser/Client processes and overall Advice experience, improving Adviser adoption in Financial Planning.
- Implemented a structured Induction training program between Advisers and Operations, improving knowledge, reducing error rates and follow-up times, and enhancing overall efficiency.
- Executed process improvements for the Advice business, including scoping changes for Xplan with key stakeholders, ensuring deliverables were met with regular stakeholder reporting.
Program Delivery Manager
Team Manager, Operations
Manager, Unit Registry Dealing Transaction And Register Management Teams
Senior Manager, Member Benefits Team
Mlc Superannuation And Insurance
Team Manager, TurnKey (New FUM)Senior Sales Support ManagerTraining ManagerProduct Analyst Adviser Relationship Manager
Dino Foti education
Diploma Of Financial Services, Financial Planning And Services
Certificate Iv In Financial Services (Financial Practice Support)
Education record
Frequently asked questions about Dino Foti
Quick answers generated from the profile data available on this page.
What company does Dino Foti work for?
Dino Foti works for Findex.
What is Dino Foti's role at Findex?
Dino Foti is listed as Senior Project Manager at Findex.
What is Dino Foti's email address?
AeroLeads has found 1 work email signal at @praemium.com for Dino Foti at Findex.
Where is Dino Foti based?
Dino Foti is based in Melbourne, Victoria, Australia while working with Findex.
What companies has Dino Foti worked for?
Dino Foti has worked for Findex, Mercer Australia, Advice Intelligence (A.I.) - Intelligent Financial Software, Colonial First State, and Praemium.
How can I contact Dino Foti?
You can use AeroLeads to view verified contact signals for Dino Foti at Findex, including work email, phone, and LinkedIn data when available.
What schools did Dino Foti attend?
Dino Foti holds Diploma Of Financial Services, Financial Planning And Services from Deakin University.
What skills is Dino Foti known for?
Dino Foti is listed with skills including Stakeholder Management, Risk Management, Change Management, Financial Services, Project Management, Training, Crm, and Coaching.
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